Latest Institutional Transactions on Williams Sonoma Inc (WSM)
This table provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3- 9.09% |
$838 - $964
|
30
$6.41K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36New |
$10.1K - $11.6K
|
36
$7.69K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-168- 14.01% |
$46.9K - $54K
|
1.03K
$220K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-18- 2.09% |
$5.03K - $5.78K
|
843
$180K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
356+ 12.04% |
$99.4K - $114K
|
3.31K
$707K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$3.35K - $3.86K
|
12
$2.56K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 4.0% |
$580 - $953
|
72
$15.4K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-281K- 90.29% |
$54.4M - $89.3M
|
30.3K
$6.47M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$389K - $639K
|
2.01K
$430K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$193 - $318
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
PUT |
-2K- 66.67% |
$387K - $635K
|
1K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
PUT |
45K+ 300.0% |
$8.7M - $14.3M
|
60K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
643New |
$124K - $204K
|
643
$137K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$967 - $1.59K
|
5
$1.07K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-47.2K- 64.87% |
$9.13M - $15M
|
25.6K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.24KNew |
$433K - $710K
|
2.24K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
15K+ 150.0% |
$2.9M - $4.76M
|
25K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-3.45K- 80.43% |
$666K - $1.09M
|
838
$179K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
642New |
$124K - $204K
|
642
$137K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
644New |
$125K - $204K
|
644
$138K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 60.0% |
$580 - $953
|
8
$1.71K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.13KNew |
$218K - $358K
|
1.13K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.8KNew |
$735K - $1.21M
|
3.8K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.01K+ 17.32% |
$195K - $320K
|
6.82K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
15.8KNew |
$3.06M - $5.02M
|
15.8K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.46K- 79.44% |
$475K - $780K
|
636
$136K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
CALL |
-5K- 92.59% |
$967K - $1.59M
|
400
$85.4K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
12KNew |
$2.33M - $3.83M
|
12K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
832New |
$161K - $264K
|
832
$178K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
650New |
$126K - $206K
|
650
$139K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
638New |
$123K - $203K
|
638
$136K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78+ 520.0% |
$15.1K - $24.8K
|
93
$19.9K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$10.1K - $16.5K
|
52
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-11.4K- 99.74% |
$2.2M - $3.62M
|
30
$6.41K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-275- 4.26% |
$53.2K - $87.3K
|
6.17K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 81.17% |
$290K - $476K
|
3.35K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-42K- 50.91% |
$8.12M - $13.3M
|
40.5K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.4KNew |
$271K - $445K
|
1.4K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
15KNew |
$2.9M - $4.76M
|
15K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.74K- 2.0% |
$336K - $552K
|
85K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.2K- 99.95% |
$425K - $699K
|
1
$214
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-865- 55.81% |
$167K - $275K
|
685
$146K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-466- 40.52% |
$90.1K - $148K
|
684
$146K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
48KNew |
$9.28M - $15.2M
|
48K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$2.58M - $4.23M
|
13.3K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.5K- 47.33% |
$8.81M - $14.5M
|
50.7K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.65K+ 7.55% |
$512K - $840K
|
37.7K
$8.05M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1- 0.09% |
$193 - $318
|
1.08K
$231K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15- 33.33% |
$2.9K - $4.76K
|
30
$6.41K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
763New |
$148K - $242K
|
763
$163K
|
|